Personal Financial Counselor
Magellan Health
part-time
Posted on:
Location Type: Office
Location: Minneapolis • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $53,125 - $84,995 per year
Job Level
Mid-LevelSenior
About the role
- Provide full breadth of personal financial counseling services to military service members and their families
- Assist service members in establishing a spending plan for extended absences
- Develop and make available informational financial materials
- Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops
- Manage duty to warn situations according to Department of Defense (DoD) protocol
- Participate in regular individual and group supervision
Requirements
- Bachelor's degree required
- May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
- 3+ years of financial counseling experience
- Must be a U.S. citizen and speak fluent English
- If required by the contract, must be bilingual in English and Spanish
- Be able to obtain a favorably adjudicated Tier 2 investigation
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Benefits
- Health insurance
- Life insurance
- Voluntary benefits
- Retirement plans
- Bonuses
- Comprehensive benefits package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial counselingspending plan developmentfinancial material creationworkshop coordinationDoD protocol managementgroup supervision
Soft skills
communicationorganizationalpublic speakinginterpersonal
Certifications
Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)